Class NSDocumentTemplateEntity
The template a document is based on is stored in the SO arc\template folder on the server. This will return the name as displayed in the GUI, and not the physical document name, of the template the document object is based on.
Constructors
NSDocumentTemplateEntity()
Initializes a new instance of the NSDocumentTemplateEntity class.
Declaration
NSDocumentTemplateEntity Methods
GetAutoeventId()
Which document plugin is responsible for the documents generated from this template
Declaration
Integer GetAutoeventId() Examples
NSDocumentTemplateEntity thing;
Integer autoeventId = thing.GetAutoeventId();
Returns
| Type | Description |
| Integer |
GetDefaultOref()
Processed via tag substitution to give document reference
Declaration
String GetDefaultOref() Examples
NSDocumentTemplateEntity thing;
String defaultOref = thing.GetDefaultOref();
Returns
| Type | Description |
| String |
GetDeleted()
True if deleted
Declaration
Bool GetDeleted() Examples
NSDocumentTemplateEntity thing;
Bool deleted = thing.GetDeleted();
Returns
| Type | Description |
| Bool |
GetDirection()
Declaration
Integer GetDirection() Examples
NSDocumentTemplateEntity thing;
Integer direction = thing.GetDirection();
Returns
| Type | Description |
| Integer | 1 = incoming, 2 = outgoing. See <xref href="CRMScript.NetServer.TaskDirection" data-throw-if-not-resolved="false"></xref> |
GetDocumentTemplateId()
Primary key
Declaration
Integer GetDocumentTemplateId() Examples
NSDocumentTemplateEntity thing;
Integer documentTemplateId = thing.GetDocumentTemplateId();
Returns
| Type | Description |
| Integer |
GetDocumentTypeKey()
The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.
Declaration
Integer GetDocumentTypeKey() Examples
NSDocumentTemplateEntity thing;
Integer documentTypeKey = thing.GetDocumentTypeKey();
Returns
| Type | Description |
| Integer |
GetEmailSubject()
Subject to use if document template is an email.
Declaration
String GetEmailSubject() Examples
NSDocumentTemplateEntity thing;
String emailSubject = thing.GetEmailSubject();
Returns
| Type | Description |
| String |
GetFilename()
Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.
Declaration
String GetFilename() Examples
NSDocumentTemplateEntity thing;
String filename = thing.GetFilename();
Returns
| Type | Description |
| String |
GetIncludeSignature()
True if the email signature should be added in bottom of mail if this an email template
Declaration
Bool GetIncludeSignature() Examples
NSDocumentTemplateEntity thing;
Bool includeSignature = thing.GetIncludeSignature();
Returns
| Type | Description |
| Bool |
GetIntentId()
What is the intention of this document (used by SAINT)
Declaration
Integer GetIntentId() Examples
NSDocumentTemplateEntity thing;
Integer intentId = thing.GetIntentId();
Returns
| Type | Description |
| Integer |
GetInvitationDocType()
Declaration
Integer GetInvitationDocType() Examples
NSDocumentTemplateEntity thing;
Integer invitationDocType = thing.GetInvitationDocType();
Returns
| Type | Description |
| Integer | Type for sending email meeting invitation. See <xref href="CRMScript.NetServer.DocTmplInvitationType" data-throw-if-not-resolved="false"></xref> |
GetIsDefaultPublished()
Declaration
Bool GetIsDefaultPublished() Examples
NSDocumentTemplateEntity thing;
Bool isDefaultPublished = thing.GetIsDefaultPublished();
Returns
| Type | Description |
| Bool | Published to external persons. |
GetIsInUseInGuides()
True if the template is in use in a project or sales guide
Declaration
Bool GetIsInUseInGuides() Examples
NSDocumentTemplateEntity thing;
Bool isInUseInGuides = thing.GetIsInUseInGuides();
Returns
| Type | Description |
| Bool |
GetLoadTemplateFromPlugin()
Which document plugin is responsible for this template's contents
Declaration
Integer GetLoadTemplateFromPlugin() Examples
NSDocumentTemplateEntity thing;
Integer loadTemplateFromPlugin = thing.GetLoadTemplateFromPlugin();
Returns
| Type | Description |
| Integer |
GetMimeType()
The mime type
Declaration
String GetMimeType() Examples
NSDocumentTemplateEntity thing;
String mimeType = thing.GetMimeType();
Returns
| Type | Description |
| String |
GetName()
The template list item
Declaration
String GetName() Examples
NSDocumentTemplateEntity thing;
String name = thing.GetName();
Returns
| Type | Description |
| String |
GetPrivacyDocType()
Declaration
Integer GetPrivacyDocType() Examples
NSDocumentTemplateEntity thing;
Integer privacyDocType = thing.GetPrivacyDocType();
Returns
| Type | Description |
| Integer | Indicator that this document template has a functional role, related to privacy/GDPR. See <xref href="CRMScript.NetServer.DocTmplPrivacyType" data-throw-if-not-resolved="false"></xref> |
GetQuoteDocType()
Declaration
Integer GetQuoteDocType() Examples
NSDocumentTemplateEntity thing;
Integer quoteDocType = thing.GetQuoteDocType();
Returns
| Type | Description |
| Integer | The role this document plays in the Quote system, if any. See <xref href="CRMScript.NetServer.DocTmplQuoteType" data-throw-if-not-resolved="false"></xref> |
GetRank()
Declaration
Integer GetRank() Examples
NSDocumentTemplateEntity thing;
Integer rank = thing.GetRank();
Returns
| Type | Description |
| Integer | Rank order. |
GetRecordType()
Declaration
NSDocTmplType GetRecordType() Examples
NSDocumentTemplateEntity thing;
NSDocTmplType recordType = thing.GetRecordType();
Returns
| Type | Description |
| NSDocTmplType | 1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo See <xref href="CRMScript.NetServer.TaskType" data-throw-if-not-resolved="false"></xref> |
GetSaveInDb()
1 = save document records in DB; otherwise not.
Declaration
Integer GetSaveInDb() Examples
NSDocumentTemplateEntity thing;
Integer saveInDb = thing.GetSaveInDb();
Returns
| Type | Description |
| Integer |
GetSenderEmailAddress()
If email template, default sender address when template is of type quote email or privacy email.
Declaration
String GetSenderEmailAddress() Examples
NSDocumentTemplateEntity thing;
String senderEmailAddress = thing.GetSenderEmailAddress();
Returns
| Type | Description |
| String |
GetSenderEmailMode()
Declaration
Integer GetSenderEmailMode() Examples
NSDocumentTemplateEntity thing;
Integer senderEmailMode = thing.GetSenderEmailMode();
Returns
| Type | Description |
| Integer | If email template, when DocType is Privacy or quote email, it is possible to make sender address like our contact, or our support contact, or always one address. See <xref href="CRMScript.NetServer.SenderMailMode" data-throw-if-not-resolved="false"></xref> |
GetShowCurrents()
True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc
Declaration
Bool GetShowCurrents() Examples
NSDocumentTemplateEntity thing;
Bool showCurrents = thing.GetShowCurrents();
Returns
| Type | Description |
| Bool |
GetTooltip()
Tooltip or other description
Declaration
String GetTooltip() Examples
NSDocumentTemplateEntity thing;
String tooltip = thing.GetTooltip();
Returns
| Type | Description |
| String |
SetAutoeventId(Integer)
Which document plugin is responsible for the documents generated from this template
Declaration
Void SetAutoeventId(Integer autoeventId) Examples
NSDocumentTemplateEntity thing;
Integer autoeventId;
thing.SetAutoeventId(autoeventId);
Parameters
| Type | Name | Description |
| Integer | autoeventId |
Returns
| Type | Description |
| Void |
SetDefaultOref(String)
Processed via tag substitution to give document reference
Declaration
Void SetDefaultOref(String defaultOref) Examples
NSDocumentTemplateEntity thing;
String defaultOref;
thing.SetDefaultOref(defaultOref);
Parameters
| Type | Name | Description |
| String | defaultOref |
Returns
| Type | Description |
| Void |
SetDeleted(Bool)
True if deleted
Declaration
Void SetDeleted(Bool deleted) Examples
NSDocumentTemplateEntity thing;
Bool deleted;
thing.SetDeleted(deleted);
Parameters
| Type | Name | Description |
| Bool | deleted |
Returns
| Type | Description |
| Void |
SetDirection(Integer)
Sets the direction of a document template.
Declaration
Void SetDirection(Integer direction) Examples
NSDocumentTemplateEntity thing;
Integer direction;
thing.SetDirection(direction);
Parameters
| Type | Name | Description |
| Integer | direction | See <xref href="CRMScript.NetServer.TaskDirection" data-throw-if-not-resolved="false"></xref>. |
Returns
| Type | Description |
| Void |
SetDocumentTemplateId(Integer)
Primary key
Declaration
Void SetDocumentTemplateId(Integer documentTemplateId) Examples
NSDocumentTemplateEntity thing;
Integer documentTemplateId;
thing.SetDocumentTemplateId(documentTemplateId);
Parameters
| Type | Name | Description |
| Integer | documentTemplateId |
Returns
| Type | Description |
| Void |
SetDocumentTypeKey(Integer)
The document type to use when creating a blank document. Plugin-specific. Used when not creating template from a local file.
Declaration
Void SetDocumentTypeKey(Integer documentTypeKey) Examples
NSDocumentTemplateEntity thing;
Integer documentTypeKey;
thing.SetDocumentTypeKey(documentTypeKey);
Parameters
| Type | Name | Description |
| Integer | documentTypeKey |
Returns
| Type | Description |
| Void |
SetEmailSubject(String)
Subject to use if document template is an email.
Declaration
Void SetEmailSubject(String emailSubject) Examples
NSDocumentTemplateEntity thing;
String emailSubject;
thing.SetEmailSubject(emailSubject);
Parameters
| Type | Name | Description |
| String | emailSubject |
Returns
| Type | Description |
| Void |
SetFilename(String)
Relative to TemplatePath, or extref for other document plugins. i.e URL or full path.
Declaration
Void SetFilename(String filename) Examples
NSDocumentTemplateEntity thing;
String filename;
thing.SetFilename(filename);
Parameters
| Type | Name | Description |
| String | filename |
Returns
| Type | Description |
| Void |
SetIncludeSignature(Bool)
True if the email signature should be added in bottom of mail if this an email template
Declaration
Void SetIncludeSignature(Bool includeSignature) Examples
NSDocumentTemplateEntity thing;
Bool includeSignature;
thing.SetIncludeSignature(includeSignature);
Parameters
| Type | Name | Description |
| Bool | includeSignature |
Returns
| Type | Description |
| Void |
SetIntentId(Integer)
What is the intention of this document (used by SAINT)
Declaration
Void SetIntentId(Integer intentId) Examples
NSDocumentTemplateEntity thing;
Integer intentId;
thing.SetIntentId(intentId);
Parameters
| Type | Name | Description |
| Integer | intentId |
Returns
| Type | Description |
| Void |
SetInvitationDocType(Integer)
Declaration
Void SetInvitationDocType(Integer invitationDocType) Examples
NSDocumentTemplateEntity thing;
Integer invitationDocType;
thing.SetInvitationDocType(invitationDocType);
Parameters
| Type | Name | Description |
| Integer | invitationDocType | The role this document plays in the Quote system, if any. See <xref href="CRMScript.NetServer.DocTmplQuoteType" data-throw-if-not-resolved="false"></xref>. |
Returns
| Type | Description |
| Void |
SetIsDefaultPublished(Bool)
Published to external persons
Declaration
Void SetIsDefaultPublished(Bool isDefaultPublished) Examples
NSDocumentTemplateEntity thing;
Bool isDefaultPublished;
thing.SetIsDefaultPublished(isDefaultPublished);
Parameters
| Type | Name | Description |
| Bool | isDefaultPublished |
Returns
| Type | Description |
| Void |
SetIsInUseInGuides(Bool)
True if the template is in use in a project or sales guide
Declaration
Void SetIsInUseInGuides(Bool isInUseInGuides) Examples
NSDocumentTemplateEntity thing;
Bool isInUseInGuides;
thing.SetIsInUseInGuides(isInUseInGuides);
Parameters
| Type | Name | Description |
| Bool | isInUseInGuides |
Returns
| Type | Description |
| Void |
SetLoadTemplateFromPlugin(Integer)
Which document plugin is responsible for this template's contents
Declaration
Void SetLoadTemplateFromPlugin(Integer loadTemplateFromPlugin) Examples
NSDocumentTemplateEntity thing;
Integer loadTemplateFromPlugin;
thing.SetLoadTemplateFromPlugin(loadTemplateFromPlugin);
Parameters
| Type | Name | Description |
| Integer | loadTemplateFromPlugin |
Returns
| Type | Description |
| Void |
SetMimeType(String)
The mime type
Declaration
Void SetMimeType(String mimeType) Examples
NSDocumentTemplateEntity thing;
String mimeType;
thing.SetMimeType(mimeType);
Parameters
| Type | Name | Description |
| String | mimeType |
Returns
| Type | Description |
| Void |
SetName(String)
The template list item
Declaration
Void SetName(String name) Examples
NSDocumentTemplateEntity thing;
String name;
thing.SetName(name);
Parameters
| Type | Name | Description |
| String | name |
Returns
| Type | Description |
| Void |
SetPrivacyDocType(Integer)
Declaration
Void SetPrivacyDocType(Integer privacyDocType) Examples
NSDocumentTemplateEntity thing;
Integer privacyDocType;
thing.SetPrivacyDocType(privacyDocType);
Parameters
| Type | Name | Description |
| Integer | privacyDocType | Indicator that this document template has a functional role, related to privacy/GDPR. See <xref href="CRMScript.NetServer.DocTmplPrivacyType" data-throw-if-not-resolved="false"></xref>. |
Returns
| Type | Description |
| Void |
SetQuoteDocType(Integer)
Declaration
Void SetQuoteDocType(Integer quoteDocType) Examples
NSDocumentTemplateEntity thing;
Integer quoteDocType;
thing.SetQuoteDocType(quoteDocType);
Parameters
| Type | Name | Description |
| Integer | quoteDocType | The role this document plays in the Quote system, if any. See <xref href="CRMScript.NetServer.DocTmplQuoteType" data-throw-if-not-resolved="false"></xref>. |
Returns
| Type | Description |
| Void |
SetRank(Integer)
Rank order
Declaration
Void SetRank(Integer rank) Examples
NSDocumentTemplateEntity thing;
Integer rank;
thing.SetRank(rank);
Parameters
| Type | Name | Description |
| Integer | rank |
Returns
| Type | Description |
| Void |
SetRecordType(NSDocTmplType)
1 = app, 2 = doc, 3 = email, 4 = fax, 5 = phone, 6 = todo
Declaration
Void SetRecordType(NSDocTmplType recordType) Examples
NSDocumentTemplateEntity thing;
NSDocTmplType recordType;
thing.SetRecordType(recordType);
Parameters
| Type | Name | Description |
| NSDocTmplType | recordType |
Returns
| Type | Description |
| Void |
SetSaveInDb(Integer)
1 = save document records in DB; otherwise not.
Declaration
Void SetSaveInDb(Integer saveInDb) Examples
NSDocumentTemplateEntity thing;
Integer saveInDb;
thing.SetSaveInDb(saveInDb);
Parameters
| Type | Name | Description |
| Integer | saveInDb |
Returns
| Type | Description |
| Void |
SetSenderEmailAddress(String)
If email template, default senderaddress when template is of type quote email or privacy email.
Declaration
Void SetSenderEmailAddress(String senderEmailAddress) Examples
NSDocumentTemplateEntity thing;
String senderEmailAddress;
thing.SetSenderEmailAddress(senderEmailAddress);
Parameters
| Type | Name | Description |
| String | senderEmailAddress |
Returns
| Type | Description |
| Void |
SetSenderEmailMode(Integer)
Declaration
Void SetSenderEmailMode(Integer senderEmailMode) Examples
NSDocumentTemplateEntity thing;
Integer senderEmailMode;
thing.SetSenderEmailMode(senderEmailMode);
Parameters
| Type | Name | Description |
| Integer | senderEmailMode | If email template, when DocType is Privacy or quote email, it is possible to make sender address like our contact, or our support contact, or always one address. See <xref href="CRMScript.NetServer.SenderMailMode" data-throw-if-not-resolved="false"></xref>. |
Returns
| Type | Description |
| Void |
SetShowCurrents(Bool)
True if when using this template there should be shown a place for editing current choices of person, compant, sale, project etc
Declaration
Void SetShowCurrents(Bool showCurrents) Examples
NSDocumentTemplateEntity thing;
Bool showCurrents;
thing.SetShowCurrents(showCurrents);
Parameters
| Type | Name | Description |
| Bool | showCurrents |
Returns
| Type | Description |
| Void |